Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $600 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund, 41,609 shares | Other securities | — | $42K | $8.5M | 25.4% | |
| Fidelity Blue Chip Growth Fund, 13,573 shares | Other securities | — | $14K | $3.1M | 9.2% | |
| Fidelity Contrafund K, 86,171 shares | Other securities | — | $86K | $2.7M | 8.0% | |
| Fidelity Freedom 2050 Fund K, 133,606 shares | Other securities | — | $134K | $1.8M | 5.5% | |
| Janus Henderson Enterprise Fund, 9,995 shares | Other securities | — | $10K | $1.4M | 4.3% | |
| Fidelity Government Money Market Fund, 1,311,138 shares | Cash / Money Market | — | $1.3M | $1.3M | 3.9% | |
| Fidelity Freedom 2025 Fund K, 93,852 shares | Other securities | — | $94K | $1.3M | 3.8% | |
| Vanguard Developed Markets Index Fund, 75,097 shares | Other securities | — | $75K | $1.2M | 3.5% | |
| T. Rowe Price Equity Income Fund, 28,612 shares | Other securities | — | $29K | $987K | 3.0% | |
| Fidelity Freedom 2030 Fund K, 50,390 shares | Other securities | — | $50K | $884K | 2.6% | |
| Fidelity Diversified International Fund K, 19,338 shares | Other securities | — | $19K | $813K | 2.4% | |
| Fidelity U.S. Bond Index Fund, 73,936 shares | Other securities | — | $74K | $756K | 2.3% | |
| Fidelity Low-Priced Stock Fund, 17,219 shares | Other securities | — | $17K | $702K | 2.1% | |
| Fidelity Strategic Income Fund, 59,595 shares | Other securities | — | $60K | $691K | 2.1% | |
| Fidelity Small Cap Index Fund, 23,916 shares | Other securities | — | $24K | $662K | 2.0% | |
| Fidelity International Capital Appreciation Fund, 22,921 shares | Other securities | — | $23K | $631K | 1.9% | |
| Victory RS Small Cap Growth Fund, 9,389 shares | Other securities | — | $9K | $593K | 1.8% | |
| Fidelity Freedom 2040 Fund K, 49,481 shares | Other securities | — | $49K | $572K | 1.7% | |
| Fidelity Freedom 2020 Fund K, 39,335 shares | Other securities | — | $39K | $565K | 1.7% | |
| American Funds New World Fund, 7,128 shares | Other securities | — | $7K | $549K | 1.6% | |
| Fidelity Freedom 2055 Fund K, 27,958 shares | Other securities | — | $28K | $442K | 1.3% | |
| Dodge & Cox Income Fund, 32,113 shares | Other securities | — | $32K | $398K | 1.2% | |
| Fidelity Growth Discovery Fund, 6,122 shares | Other securities | — | $6K | $377K | 1.1% | |
| Fidelity Freedom 2060 Fund K, 25,986 shares | Other securities | — | $26K | $377K | 1.1% | |
| Fidelity Mid Cap Index Fund, 8,383 shares | Other securities | — | $8K | $283K | 0.8% | |
| Fidelity Small Cap Value Fund, 13,654 shares | Other securities | — | $14K | $278K | 0.8% | |
| Fidelity Leveraged Company Stock Fund K, 6,984 shares | Other securities | — | $7K | $269K | 0.8% | |
| Templeton Global Bond Fund, 38,714 shares | Other securities | — | $39K | $250K | 0.7% | |
| Westwood Income Opportunity Fund, 15,685 shares | Other securities | — | $16K | $188K | 0.6% | |
| Metropolitan West Low Duration Bond Fund, 21,255 shares | Other securities | — | $21K | $177K | 0.5% | |
| Fidelity Freedom 2045 Fund K, 11,634 shares | Other securities | — | $12K | $157K | 0.5% | |
| Fidelity Freedom 2015 Fund K, 13,503 shares | Other securities | — | $14K | $154K | 0.5% | |
| Fidelity Overseas Fund, 2,442 shares | Other securities | — | $2K | $153K | 0.5% | |
| Party or Maturity Value * Fidelity Freedom 2065 Fund K, 10,750 shares | Other securities | — | $11K | $142K | 0.4% | |
| Participant loans 5.50% | Bonds / Notes | — | — | $39K | 0.1% | |
| Fidelity Freedom Income Fund K, 2,556 shares | Other securities | — | $3K | $27K | <0.1% | |
| Fidelity Freedom 2010 Fund K, 1,519 shares | Other securities | — | $2K | $21K | <0.1% | |
| Fidelity Freedom 2035 Fund K, 102 shares | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
